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Attaching Images or Documents to a Master Record

Purpose

Use this procedure to attach images or documents to master records such as property records, agent records, records, and so on.

Prerequisites

Depending on the types of master records to which you need to attach images, one or more of the Edit <x> Images user rights (such as Edit Agent Images or Edit Taxpayer Images) must be assigned to your user ID.

Procedure

  1. Open the master record to which you need to attach a document or image.
  2. Open the Images panel. Then click Add. Add
  3. In the Add New Image dialog box, complete the following fields:

    image fields add

  4. Either click Scan to scan the image or click Browse to select an existing image.
  5. Click OK.